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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2201
Endurance Wealth Management
Rhode Island
$422K – – –
FFP
2202
FourThought Financial Partners
Florida
$422K +$400K +6,633 New
SDWIA
2203
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$420K – – –
CHP
2204
Cable Hill Partners
Oregon
$419K – – –
MA
2205
Mezzasalma Advisors
New Jersey
$419K -$52.4K -868 -12%
BIAS
2206
Beacon Investment Advisory Services
New Jersey
$419K -$6.52K -108 -2%
FIM
2207
Fernwood Investment Management
Massachusetts
$419K -$24.9K -412 -6%
WFA
2208
Websterrogers Financial Advisors
South Carolina
$419K +$241 +4 +0.1%
IA
2209
Insight Advisors
Pennsylvania
$419K +$25.1K +416 +7%
SSWG
2210
Seven Springs Wealth Group
Tennessee
$418K -$64.5K -1,068 -14%
BFS
2211
Beacon Financial Strategies
North Carolina
$417K -$8.75K -145 -2%
KLCM
2212
KG&L Capital Management
Louisiana
$416K -$16.2K -269 -4%
FPCM
2213
Financial Partners Capital Management
New York
$416K – – –
GIP
2214
Granite Investment Partners
California
$415K – – –
RW
2215
Rede Wealth
Virginia
$415K +$181 +3 +0%
AA
2216
Advisory Alpha
Michigan
$414K -$33.3K -551 -8%
PIA
2217
Pinion Investment Advisors
Kansas
$414K -$170K -2,812 -30%
SCM
2218
Sterneck Capital Management
Missouri
$414K – – –
LB
2219
Legacy Bridge
Iowa
$414K +$49.7K +824 +15%
LF
2220
Lee Financial
Texas
$413K +$302 +5 +0.1%
HPIA
2221
Hamilton Point Investment Advisors
North Carolina
$411K -$21.3K -353 -5%
PWM
2222
Prentice Wealth Management
New York
$408K +$35.4K +586 +10%
FMP
2223
Financial Management Professionals
Texas
$408K +$49K +811 +14%
KA
2224
Klingman & Associates
New York
$408K -$5.67K -94 -1%
HWM
2225
Horizon Wealth Management
Illinois
$408K +$44.3K +734 +13%
87 88
89
90 91